User Guide

10.5

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Adding a Record

You can use

Supplier 360

to add a record and send the record for review and approval. The record remains in the pending state until the record is rejected or approved.

If the application environment includes Product 360, when you create a supplier profile, the application creates a matching supplier in Product 360. Product 360 restricts supplier names to 50 characters or fewer. You must enter a supplier name that complies with this restriction or the supplier activation in Product 360 fails.

To add a record, log in to

Supplier 360

application, and then perform the following steps:

In the navigation bar, click

New

, select

Supplier

or any other business entity, and then click

An entity tab opens and displays the data entry form for the business entity. Required field are marked.

For each required field in the form, click the field, and type a value.

The

Code

and

Description

fields in the

Product and Services

business entity do not support the following special characters reserved for URI and URL:

@ ! ' * ( ) : ; $ / ? % [ ]

The

Code

and

Description

fields in the

Product and Services

business entity support the following special characters:

# & , + =

If you want to add a supplier portal user, perform the following steps:

In the

Portal Association

field, select a value.

After you save the record, you cannot change the associated portal for the user.

In the

Contact

section, click

Create Child Record

, and enter values for the following fields:

Field	Description
Full Name	Full name of the portal user.
Email	Email address of the portal user.
Portal User Role	User role that you want to assign to the portal user. You can add only one supplier administrator user.
Portal User Indicator	Indicates whether you want to add the person as a portal user. Select this option.
Portal User Name	A user name for the portal user. For example, the email address of the portal user.

You can enter values for other fields as required, and then click

Apply

In the

Status

section, click

Create Child Record

, and enter values for the following fields:

Field	Description
Type	Type of status. Select Onboarding Status .
Status	Status of the supplier profile you want to onboard. If you are an administrator user, select Approved .

You can enter values for other fields as required, and then click

Apply

If the

Similar Records

panel contains a list of similar records, review them.

In the

Similar Records

panel, click the information icon beside the name of a record.

Check the other data values to see if the record is the same as the one you are adding.

If it is the same record, click

Use this record

. When prompted for confirmation, click

Yes, proceed

. The work-in-progress record is discarded and the tab closes. The selected record opens in an entity tab. You can edit data as required.

If it is not the same record, click

Review other similar records in the same way.

If a record does not exist, return to the tab containing the work-in-progress record.

In the data entry form, add data in the optional fields.

Fill in the fields.

Optionally, add an image. Type a valid URL in the image field.

For best results, use an image that is a maximum of 200 x 200 pixels. For images, the MDM Hub stores the URL, not the file. If the location of the file changes, you must update the URL.

Click the

Apply

icon.

If the data entry form includes sections for child records, add child records to the sections.

In the navigation menu, click a section name, such as

Address

Phone

The view scrolls to the selected section.

Click

Create Child Record

The data entry form for the child record appears.

Fill in the fields.

The following image shows a sample

Address

section in the form view:

Table

view

Form

view

Create Child Record

Apply

Discard

Click

Apply

After you finish adding data, click

Save

A message confirms that the record was created successfully. If your user role permits you to save data without a review, the application saves the record to the MDM Hub Store as an active record. Otherwise, the application saves the record as a pending record and initiates the review process associated with your role.

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Table of Contents

User Guide

User Guide

Adding a Record

Adding a Record